DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel S. Schwartz | Ft Lauderdale, Fl | Sep 17, 2024 | Sep 6, 2024 |
| Jennifer Seavey Maas | Saint Augustine, Fl | Sep 17, 2024 | Sep 5, 2024 |
The rule
- Registrations ended
- Sep 17, 2024
- Registered next
- Sep 5, 2024 to Sep 6, 2024
- Branch state
- FL
- Cities
- 2, most in Ft Lauderdale, Fl
- Registered there that day
- 8,999 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape